Focus Partners Wealth

Focus Partners Wealth’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Focus Partners Wealth’s Portfolio UYLD Stock Details UYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.2M	Sell	1,080,969 -45,518	-4%	-$2.33M	0.06%	271
2025 Q4	$57.6M	Sell	1,126,487 -4,352	-0.4%	-$223K	0.07%	260
2025 Q3	$57.8M	Buy	1,130,839 +53,130	+5%	+$2.72M	0.09%	196
2025 Q2	$55M	Sell	1,077,709 -9,576	-0.9%	-$490K	0.12%	175
2025 Q1	$55.5M	Sell	1,087,285 -9,248	-0.8%	-$473K	0.14%	152
2024 Q4	$56M	Buy	1,096,533 +45,835	+4%	+$2.35M	0.15%	143
2024 Q3	$53.8M	Buy	+1,050,698	New	+$53.8M	0.17%	126

Other funds holding UYLD

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return

First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return